fundbase investor products
TRANSCRIPT
ELEVATOR PITCH
Fundbase is a cloud-based platform to ultimately host the complete investment process for high-conviction alternative investments. It allows the global alternative investor community to make step changes in efficiency, security and investment performance. Based on technology that is superior to most in the financial industry, Fundbase will act as a blueprint for the future of finance.
PRODUCT SUMMARY
Fundbase delivers to qualified investors a seamlessly integrated platform to discover, execute and monitor complex investments such as hedge funds, private equity and other high-conviction investments along with the long-only part of their portfolio. It builds on trusted real world connections between accredited investors and fund managers utilizing the latest in technology. It is accessible for free with the firm goal to positively disrupt the current investment process’ efficiency, economics and performance.
COMPANY PROFILEwww.fundbase.comInitiated: June 2012Employees: 20Current stage: Public Beta
LOCATIONSZurich, SwitzerlandNew York, United StatesSan Francisco, United StatesBratislava, Slovakia
MANAGEMENTMichael AppenzellerChief Strategy
Pascal RodeChief Executive
Anthony CaponeChief Technology
Stefan BergerHead Product Management
CONTACTPascal Rode
T +41 55 417 57 57Bahnhofstrasse 38808 Pfaeffikon SZSwitzerland
INVESTOR PRODUCTSDISCOVER, EXECUTE AND MONITOR HIGH-CONVICTION INVESTMENTS.
INVESTOR PRODUCTS
Unique toolbox with smart filters, watch lists, portfolio construction,
fund-level analytics, notes, modular fact sheets, and much more …
Get daily updates for funds of your interest and ask us to add missing
funds you want to connect
Get access to reference class/series and final prices
Investors work with an array of unconnected data sources (in-house, Excel, databases, tools) each showing small parts of the universe. They operate with a decentralized network on dispersed channels. Fundbase integrates
investor’s screening data in one place with other portfolio positions and enables (social) sharing within their own network. Powerful and innovative analysis functions generate investment ideas and enhance performance.
“Bloomberg for Alternatives” – Extended data and document
collection for specific classes/series and estimate/final prices
Maintenance of invested portfolios with customized notifications per
user for individual updates
Option to establish exports and data feeds to other systems.
DISCLAIMER: This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. This is not an offer. We reserve the right to change our product's prices at any time without further notice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and, to the extent permitted by law, Fundbase Fund Services AG, and/or its affiliates do not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.
© 2014 Fundbase Holding AG, and/or its affiliates. All rights reserved
Investors (and Banks) collect data directly. Therefore, they rely on direct contact with funds to collect and track expected updates. Data is manually added to various in-house systems and often of poor quality. Fundbase
provides all relevant documents as well as high-quality investment data on classes/series level to monitor a portfolio and do effective risk management. The platform creates real-time notifications and offers automated data feeds.
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